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Is Too Much Tech Putting Your Index Funds In Peril?

It’s happening again. If you’ve been investing long enough, you’ll remember that stock index funds loaded up with tech stocks just before the 1999 tech wreck, and piled on an extra helping of bank and financial stocks in advance of the 2008 financial meltdown. Market-weighted index funds are popular with investors, but they have an […]

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Will The New Tax Bill Sabotage Northern Home Prices?

A quick read of the new tax bill shows that residents in high tax states like New York, New Jersey and California will lose out next year. Some of the new tax provisions may even prompt them to pack their bags and move elsewhere. Worse, those who stay behind may find their home values knocked down […]

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2018 New Year’s Resolutions

What’s on your list for the New Year? We talked with journalist Robyn Friedman of City & Shore Magazine about our resolutions for the New Year. Many people make resolutions, some focused on financial goals like paying down debt, or saving more money. Want to improve your situation in the New Year? Think about what […]

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Quote Of The Week: Why Charities Fear The New Tax Bill

“The new tax code further reduces the privileged status of charitable gifts, treating them the same as purchases from Walmart for the vast majority of taxpayers.” Todd C. Frankel, “Charities fear tax bill could turn philanthropy into a pursuit only for the rich,” The Washington Post, December 23, 2017 The Takeaway: Charitable gifts will still […]

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Year-End Countdown: It’s A Handful! Capital Gains & GOP Tax Plan

It’s almost 2018, and there’s no shortage of tasks to keep us busy until the clock hits midnight. Hard to miss, but the Congress is busy passing (we think!) the Tax Cuts and Jobs Act, which will slash corporate taxes and toss in a few surprises – good and bad – for individual taxpayers like […]

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Quote Of The Week: Enjoy The Holidays Without Guilt

Here’s some good advice from financial columnist Jane Bryant Quinn just in time for the holidays. Jane reminds retirees and others living on a budget that it’s always important to make good decisions and monitor what they spend, but there’s no need  to “sacrifice needlessly.” “There’s no harm in spending even more of your disposable income […]

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Irma Just A Bad Memory? Don’t Forget The Lessons Learned

Hurricane Irma seems like it was years ago, but take a moment to ask yourself if you’re ready for next year. Delray Beach insurance agent Mark Rindom and I spoke with journalist Kim Lankford of Kiplinger about flood insurance. Yes, we know it isn’t a sexy topic, and it’s the last thing on your mind […]

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Toys For The Kids!

Thanks to all the generous guests at our Holiday Party yesterday, we have a tree-full of gifts to take to Florence Fuller Child Development Centers for the kids! Thanks to all! You’ve helped make this a happier season for many children!

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Holiday Party

Holidays Florida-style! Our fire may be on the flat screen, but Client Advisor Rachael Grattan and Client Services Associate Brad Goldstein get ready for the holidays and our Holiday Party!

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“Everyone Wants There To Be A Correction”

I was participating in an investment conference call today to discuss the market outlook for 2018, and one senior investment executive commented that this is “the most hated bull market ever.” What he means is despite year-after-year of positive returns, investors are still dissing this market. For years they’ve doubted the (very real) solid market […]

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